AMD–META DEAL BOOSTS GPU OUTLOOK Rosenblatt reaffirmed a Buy rating and $300 target on AMD, citing its expanded partnership with Meta as a major validation of its AI chips. The multi-year, multi-billion dollar deal strengthens demand for AMD’s Instinct GPUs and EPYC CPUs, highlighting the scalability and flexibility of its chiplet architecture. While some critics question deal structure, Rosenblatt sees it as a long-term commitment to AMD’s roadmap—and expects more large partnerships ahead.(*Walter Bloomberg)